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Featured Advisor

Asset Preservation Advisors


State: GA

APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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September 16, 2013 Fact of the Day

What constitutes socially responsible investing? According to wealthy investors, it consists of the following:

  1. Investing in environmentally friendly investments/companies
  2. NOT investing in companies that manufacture their products in countries that are guilty of human rights violations
  3. Investing in companies that support a social cause such as fair trade/fair wage, or charitable giving